How do I backup my data from Zoho Expense?

You can backup your expenses and reports in CSV and XLS formats.

To backup your data:

• Go to the respective module from where you wish to export your data (Expenses and Reports)
• Click on the ‘Sort by’ button on the top right corner.
• Select the Export option.
• Choose the format in which you wish to export your data.
• Now, click on the Export button to export your data.

Note: You can also export individual expense reports as PDF.